1.1.1 What HOAi automates — and the decisions you control

HOAi drafts a full proposed budget for every association automatically — pulling historical actuals, contracts, and the reserve study straight from Vantaca, applying your company’s preferences, and producing a board-ready Excel workbook with a justification on every line. Knowing what’s automatic and what’s yours to decide is the key to a good first draft.

What HOAi does automatically

• Automatic kickoff — budgets can trigger from a Vantaca action item; no manual start needed
• Pulls its own data — GL accounts, historical income-statement actuals, prior approved budgets, the reserve study, and contracts, all from Vantaca
• Drafts every line — picks a projection method and a proposed-budget method per GL, and writes a justification in the Notes column
• Renders the workbook — one Operating Budget sheet per fund, plus monthly tabs and any optional sheets you turned on

The decisions you control

A short, one-time questionnaire captures the few choices the agent can’t infer — projection method, management-fee policy, increase caps, reserve-funding minimum, and so on. Anything you leave blank, the agent auto-detects. Set these up once in Setup & configuration and every future draft uses them.

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↩ Part of How HOAi drafts a budget — the principles · Budgets — Start here